Infocus Advisory - Sunshine Coast

Level 2, Cnr Maroochydore Road & Evans Street,Maroochydore, QLD, 4558

phone 07 5318 9100

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Our team

Erica Jackson
Senior Financial Adviser

Erica is a Senior Financial Planner in the Sunshine Coast office of Infocus.  She has been working in the financial services industry since 1994, as a Financial Adviser since 1999 and a Certified Financial PlannerTM (CFP®) since 2006.  CFP® is the highest level of certification that a Financial Adviser can achieve. The CFP® mark represents standards of excellence and demonstrates commitment to financial planning. 

Erica’s focus is to deliver greater certainty to clients’ financial lives by getting to know her clients, identifying their financial and lifestyle goals, determining appropriate strategies to put in place and then meeting regularly to review the plan and to fine tune it to ensure that the client/adviser relationship is a long and successful one.

Erica is skilled in wealth creation, cashflow management, debt reduction and retirement strategies.  She prides herself on being able to make things simple for clients so that they can clearly see how they will meet their individual goals for the future.

Cassandra Sewell
Senior Financial Adviser
David Jeffress
Provisional Financial Adviser
Susan Brooker
Senior Financial Adviser
Susan is the Practice Manager and is also an Authorised Representative. Susan has over 20 years experience in the financial sector and holds a Masters of Financial Planning. Susan is responsible for the ongoing relationships with clients and monthly monitoring of clients progress.
She also specializes in advising new clients on wealth accumulation strategies.

 

Testimonials

  • I have been a client of Infocus for 16 years and have always been very pleased with their service. Their availability for advice has always been excellent. I would not hesitate to recommend them.

  • Any questions or concerns are answered honestly and directly and we also enjoy the interaction with Shaun and the team at Infocus.

  • At our age its reassuring to have a Financial Adviser who understands our circumstances, connects with us and explains in a manner we understand. Erica is a wonder!

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Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

Credit Services

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